See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,340 | $168,632-51.2% | $147,614-44.2% | $125,391-34.3% |
| Participation rate | 23.1% | 88.8%-65.7pp | 84.6%-61.5pp | 83.2%-60.1pp |
| Annual return | -0.28% | 77.65%-77.9pp | 61.98%-62.3pp | 282.22%-282.5pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,359 | $5,507-57.2% | $4,895-51.8% | $5,352-55.9% |
| Admin fee / account holder | $11,126 | $13,580-18.1% | $11,611-4.2% | $9,540+16.6% |